How big is Kelley, Kelley & Kelley's plan?

Kelley, Kelley & Kelley's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20250729090257NAL0003009985001

Kelley, Kelley & Kelley

Name: Kelley, Kelley & Kelley — Kelley, Kelley & Kelley, Form 5500 (2024)
Creator: Kelley, Kelley & Kelley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley, Kelley & Kelley Retirement Plan

401(k) retirement plan · Kelley, Kelley & Kelley's Kelley, Kelley & Kelley Retirement Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Kelley, Kelley & Kelley's EIN is 36-3519247.

EIN 36-3519247

Plan number 001

Plan year 2024

ACK ID 20250729090257NAL0003009985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelley, Kelley & Kelley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley, Kelley & Kelley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY, KELLEY & KELLEY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score